Global Wealth Strategies & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Global Wealth Strategies & Associates’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-133	Closed	-$6.73K	–	426
2025 Q1	$6.73K	Buy	+133	New	+$6.72K	﹤0.01%	296
2023 Q4	–	Hold	0	–	–	–	331
2023 Q3	–	Hold	0	–	–	–	343
2023 Q2	–	Hold	0	–	–	–	321
2023 Q1	–	Hold	0	–	–	–	346
2022 Q4	–	Hold	0	–	–	–	343

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Wealth Strategies & Associates's JPST Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025, closing a stake of 133 shares — an estimated $6.73K sold.

Global Wealth Strategies & Associates first reported a position in JPST in Q1 2025 and held it in 1 quarter. The position peaked at $6.73K in Q1 2025. 1,115 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Global Wealth Strategies & Associates reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 133 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $6.73K.
Global Wealth Strategies & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and held it in 1 quarter.
Global Wealth Strategies & Associates's JPMorgan Ultra-Short Income ETF position peaked at $6.73K in Q1 2025.
1,115 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.